Our Fees and Terms
How we charge for our work
Please note that these tems don’t apply to Financial Advice and SMSF Financial Advice Services. Terms and fees for these services are dealt with on their own separate webpage and outlined fully in the Financial Services Guide (FSG).
Whenever possible, we charge flat rates instead of traditional time-based fees. Our flat rates reflect the average amount of time we dedicate to most tasks. Of course, when a job is significantly more involved than is typical, our fees will reflect this.
Your return will be prepared by a registered tax agent and qualified accountant who is an owner of the business. We don’t outsource and we are not a franchise. This means your income and expenses will be confidently explained and explored to find your tax saving opportunities. Your consultation with us will be educational and productive. You’ll be given a full copy of your tax return with all the worksheets so you can understand how your return was prepared.
We won’t surprise you with $extra$ charges for every single expense deduction or other item which needs to be included in your personal return. This means you can be confident budgeting for us to prepare your return. If you are unsure or want to discuss factors likely to affect the overall cost, you are welcome to contact us to discuss your individual circumstances.
We work with you and add value whilst containing your costs. Our excellent resources and time-saving strategies can help you obtain the best outcome from our services. Discounts available for couples, f/t students and multiple years.
Tax Services for Individuals
|Indicative Prices including GST
|Individual Tax Return – Salary / Wage Earner
For a typical salary/wage earner who submits an online tax return questionnaire to us before the meeting. This includes claiming some deductions, rebates and other sources of income e.g. bank interest, some dividends, managed fund annual statement. Also includes pre-meeting support, templates, and a 30-40 min. meeting to finalise your return to lodge on the same day.
|With complex, extensive or high-value deductions; special professionals; individual tax returns that by their nature require additional time and expertise.||Add from $55 to $275
|Income from Trusts and Portfolios where a tax summary has not been provided or where a reconcilliation is required.||Add from $55|
|Personal Services Income – for a typical contractor with a primary source of income, who records their own income and expenses in a compliant cash journal or transaction listing.
||Add from $121|
|Sole Trader, not registered for GST Business Schedules – doesn’t include bookkeeping or accounts re-preparation.
||Add from $220|
|Sole Trader, registered for GST with self prepared Business Activity Statements.||Add from $396|
|Annual GST Return.||From $295|
|Foreign Income Schedules and tax-residency issues – can be simple or very complex.||Add from $77|
|Rental Property – with accompanying agent statement and totals recorded on our checklist. Fees can be shared between owners, e.g. one property with two owners.||Add $264 per property|
|Rental Property – with detailed schedules, privately rented or holiday homes, new investments. Fees can be shared between owners e.g. one property with two owners.
||Add $464 per property|
|Capital Gains for Shares – fees depend on complexity and volume.||Add from $66|
|Capital Gains for Property – with original costs, in an asset register, provided by you.||From $220|
|Preparation of Tax Agent Certified Asset Register of your original records.||From $330|
|Amended Tax Return – a minimum fee applies, however total fees can be time based.||From $132|
|Client Update (CU) Form – if not required to lodge a tax return, includes provision of advice.||From $55 to $165|
|Fee From Refund – trust account admin fee charged if you want to pay us from your refund||$55 for 1 year plus $25 per extra year for multiple returns .|
|Discounts for couples, full-time students, multiple overdue tax returns.||10% – 20% off|
|Quick emails, phone calls and incidentals related to completing and lodging your tax return||usually free|
|Being well organised helps to minimise our fees.
Incorrect or missing information, and information supplied in stages or multiple emails, can increase the time, and hence the cost, to prepare your tax return. Our online tax return questionnaire is designed to help you avoid this.
If you provide extra information after your tax return has been completed, or if we need to chase up more information after the meeting, an additional fee of $50-100 or more may be charged to re-prepare your tax return and send it to you for review and signing before lodgment.
Business Tax and Accounting Services
|Company, Partnership or Trust Tax Return
– Includes preparation of Annual Set of Accounts with ledgers, journals and reconciled financial statements.
– Includes a consultation to review the annual accounts and plan for the year ahead.
– Additional fees apply for: BAS, Annual GST, PAYG, FBT and Super reporting statements.
|Partnerships typically between $440 and $990.
Companies with 1-3 employees typically between $1,320 and $2,200.
Email us your requirements and request a call to discuss
|Initial consultation – the first 15 minutes are complimentary (companies and partnerships only) to establish whether we’re a good fit for your business, after which time a time-based fee is charged.||$220 per hour after the initial 15 minutes.|
|Establish private company (Pty Ltd). Includes ASIC disbursements, a consultation and ATO registrations. Or for establishing a Trust (trading, family trust) with standard trust deed.||From $1,210.|
|Business Activity Statements (BAS) – the fees vary for all types of activity statements depending on the size and scale of your business and the accounts preparation required.||Typically between $165 and $330|
|BAS Amendments – correction of activity statements including those required to correct self prepared statements reconcilled during the preparation of individual tax returns.||From $132|
|Fringe Benefits Tax (FBT), payroll, salary packaging, superannuation guarantee, GST advice||Call to discuss|
|Preparing and lodging ABN and GST related registration forms, ASIC forms||From $110|
|Cash flow analysis and budgeting, preparation of financial reports||Call to discuss|
|Record keeping and accounting system ‘health check‘ – Includes a written report with recommendations for improving your business’s tax compliance and reducing risk of ATO audit.||$220 per hour, minimum one hour.|
|Onsite Business Services Manager. Provides oversight to your bookkeeper or can assist you with record keeping at your office. Review budgeting, receivables, purchases of equipment, supplier arrangements, business plans and other strategic considerations.||From $110 p/h plus expenses|
Other Services – Administration and Bookkeeping
|Application for a Private Ruling; Objection to an ATO Decision; Assisting with an Audit||From $330|
|Bookkeeping and accounts preparation, data entry, classifying transactions, GST coding, bank accounts reconciliation. Payment of a deposit is required before we start work.
||$77 p/h subject to availability.|
|Bookkeeping & BAS package with BankLink/Xero to stream transactions *time-saving great value*||By agreement|
|Collating, printing and sending you a ‘replacement copy’ of your tax return and related schedules||From $44|
|Writing a letter to support your loan or rental application, provided with copies of your tax documents||Standard letter with taxable income, notice of assessment and copy of last tax return $77|
* Please note – rates may change without notice